Open the Editor for a Report, Dashboard, or Template

System roles needed: Insights Admin
  1. Click your name in the upper-left corner.
  2. Click Insights Admin. (You can also click the settingsgear icon on the reports or dashboard pages.)
  3. Click Reports, Dashboard or Template, depending on which you want to edit.
  4. Click the report/dashboard/template you want to edit.
  5. Click the Design icon. You are now in the editor for the chosen item.

 

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